Metrics Management: Set Up KPI Targets
Learn how to configure KPI targets and performance thresholds
What Are KPI Targets Used For?
KPI Targets allow you to set goal thresholds for key performance indicators such as Forecast Bias, Error, or FVA. These targets are displayed in dashboards and review pages to help teams compare current performance vs. expected performance.
How to Access KPI Targets
- Go to Metrics Management from the left-hand menu.
- Select the Targets tab at the top of the page.
- Use Filter by Client and Filter by Timeframe (e.g. YTD, MTD, Quarterly) to view relevant targets.
How to Edit an Existing Target
- Locate the metric you want to update (e.g.
% Bias,FVA, etc.).
- Click Edit in the Actions column.
- A window will open allowing you to adjust:
Field | Description |
Metric Name | The metric being evaluated (read-only). |
Timeframe | Applicable reporting period (e.g. YTD, QTR). |
KPI Value | Current actual performance value. |
Category | Classification (e.g. Executive, Operational, etc.). |
Target Value | Desired performance threshold (e.g. 5%, -2%, < 10%, etc.). |
- Enter the Target Value.
- Click Update to save your changes.
How to Create a New Target (if applicable)
- Enter the metric details and assign a target value.
- Save and refresh the list.
Best Practices
- Set realistic but challenging targets based on historical performance.
- Use consistent timeframes across metrics to standardize reporting.
- Regularly review and adjust targets as performance improves.
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